| Serial Number | 99394949 |
| Word Mark | ALTITUDE |
| Filing Date | Tuesday, September 16, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, September 16, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Downloadable computer software applications for business management services; Downloadable computer software applications for customer relationship management; Downloadable computer software applications for managing customer data, sales leads, and client communications.; Downloadable computer software using artificial intelligence (AI) for use by financial advisors and wealth management professionals; Downloadable computer software using artificial intelligence (AI) for automating client communications in the financial services industry; Downloadable computer software using artificial intelligence (AI) for analyzing client data and identifying business opportunities in wealth management; Downloadable computer software using artificial intelligence (AI) for conversational artificial intelligence software for advisor-client interactions in financial services; Downloadable computer software platforms for wealth management and financial advisory services; Downloadable computer software for wealth management and financial advisory services, namely practice management software for financial advisors, client relationship management software specifically designed for the wealth management industry, and computer software for managing financial advisor workflows and client data; Downloadable computer software for using artificial intelligence for automating client communications, generating personalized marketing content, streamlining practice management workflows, analyzing client data to identify opportunities, and providing conversational interfaces for advisor-client interactions in the financial services and wealth management industry; Downloadable computer software for Marketing automation for financial advisors, namely computer software for generating personalized marketing content for wealth management professionals, automated client communication software for financial services, and computer software for creating and managing marketing campaigns in the financial advisory industry; Downloadable computer software for Practice management automation for wealth management professionals, namely workflow management software for financial advisors, computer software for streamlining business operations in financial advisory practices, and task automation software for wealth management firms; Downloadable computer software for Conversational interface software for financial services, namely chatbot software for wealth management applications, natural language processing software for financial advisor-client communications, and interactive communication software for financial advisory services; Downloadable computer software for Data analytics software for wealth management, namely business intelligence software for financial advisors, computer software for analyzing client data in financial services, and predictive analytics software for identifying business opportunities in wealth management; Downloadable computer software for Application programming interface (API) software for financial services applications, namely computer software development tools for integrating with wealth management platforms and API software for connecting third-party applications to financial advisory software |
| Goods and Services | Business consulting services in the field of wealth management practice management, namely, providing advice and support to financial advisors and wealth management professionals regarding workflow optimization, automation of business processes, and operational efficiency using software platforms; Business consulting services in the field of marketing automation for financial advisors, namely, providing advice and support regarding the use of technology to generate personalized marketing content, automate client communications, and manage digital marketing campaigns; Business consulting services in the field of artificial intelligence for financial services, namely, advising on the implementation and use of AI-powered tools to assist with client communications, data analysis, and practice management; Business consulting services in the field of customer relationship management for wealth management professionals, namely, providing advice on the use of technology to manage client data, automate communications, and enhance client engagement; Business consulting services in the field of business data analysis for financial advisors, namely, advising on the use of analytics software to identify business opportunities, generate performance reports, and support data-driven decision making; Business consulting services in the field of egulatory compliance for financial advisors, namely, providing advice and support regarding the use of technology to maintain compliance with financial industry regulations, record retention, and documentation requirements; Business consulting services in the field of software integration for wealth management professionals, namely, advising on the integration of third-party applications, services, and APIs with practice management and marketing automation platforms; Business consulting services in the field of professional training for financial advisors, namely, providing advice and resources related to the adoption and use of business management software, including training materials and webinars |
| Goods and Services | Software as a service (SAAS) services featuring software for wealth management and financial advisory services, namely practice management software for financial advisors, client relationship management software for the wealth management industry, marketing automation software for generating personalized content, workflow management software for streamlining business operations, and artificial intelligence software for automating client communications and analyzing client data; Software as a service (SAAS) services featuring software for financial industry compliance management, namely software for maintaining regulatory compliance with securities regulations, record retention management software for financial advisors, and automated compliance monitoring software for wealth management communications and documentation; Platform as a service (PAAS) featuring computer software platforms for financial services integrations, namely API development platforms for connecting wealth management software with third-party financial applications, data synchronization services for financial advisory tools, and software integration services for financial services workflows; Platform as a service (PAAS) featuring computer software platforms for developing and deploying financial services applications, namely software development platforms for wealth management tools, application programming interface platforms for integrating third-party financial services applications, and cloud computing platforms for hosting financial advisory software solutions; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial services applications, namely AI model training platforms for wealth management data analysis, machine learning algorithm development services for financial advisory automation, and AI-powered content generation services for financial marketing and client communications; Application service provider featuring application programming interface (API) software for financial services integrations, namely API development platforms for connecting wealth management software with third-party financial applications, data synchronization services for financial advisory tools, and software integration services for financial services workflows; Platform as a service (PAAS) featuring computer software platforms for cloud computing services for financial advisory applications, namely cloud-based infrastructure for hosting wealth management software, scalable computing resources for financial services applications, data center services for financial advisory platforms, and cloud-based development environments for financial technology solutions |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 16, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 16, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 16, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Waystone Software, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | South Jordan, UT 84095 |
| Event Date | Event Description |
| Tuesday, September 16, 2025 | NEW APPLICATION ENTERED |
| Tuesday, September 16, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 16, 2025 | APPLICATION FILING RECEIPT MAILED |